Unclaimed
Yubin Ye is a financial advisor registered with PFS Investments Inc., a firm with a nationwide presence. Yubin is a veteran of the industry, having joined PFS Investments in 2006 after working with PRUCO Securities. Yubin holds several licenses including Series 6 and Series 63 licenses, as well as the SIE. Yubin's expertise in financial planning, investment strategy, and insurance products may help individuals, families, and businesses achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
VA
09/28/2006 - Present
PFS Investments Inc. (FREDERICKSBURG VA)
NJ
09/23/2005 - 05/15/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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